geopolitics
Commented by Armin Schulz on May 11th, 2026 | 07:15 CEST
Geopolitical Risks Are Turning Energy into a Weapon – Why Investors Should Now Take a Closer Look at Nordex, RE Royalties, and First Solar
Electricity demand is surging due to artificial intelligence (AI), industrial expansion, and electric mobility—yet geopolitical risks are increasingly turning energy into a strategic weapon. In 2025, renewable energy sources accounted for 55.3% of electricity consumption in Germany, but that alone is not enough. Those who invest in green energy today secure competitive advantages and reduce long-term cost risks. The real bottleneck? Stable financing over the long term. Only when capital flows are steady can green electricity production be industrialized and scaled effectively. We take a closer look at wind power specialist Nordex, renewable energy financier RE Royalties, and solar company First Solar.
Read
Commented by André Will-Laudien on May 11th, 2026 | 07:10 CEST
Critical metals will shape the future: BYD, NIO, Strategic Resources, and VW in the e-mobility race
While Europe is pumping billions into new charging infrastructure and power grids, a brutal, cutthroat competition is beginning to unfold in the global auto market. Volkswagen is fighting to maintain its industrial dominance, while BYD is pushing ever harder into Europe with aggressive pricing and massive vertical integration, and NIO is targeting the premium segment. At the same time, with every additional electric vehicle, the demand for strategic metals is exploding, and their supply chains are coming under increasing geopolitical pressure. This is precisely where Strategic Resources could suddenly come into focus, as Western industries are desperately seeking secure sources of raw materials outside China. The Middle East conflict and oil prices nearing the USD 100 mark are acting as a catalyst for alternative powertrains while simultaneously heightening nervousness in the commodities markets. For investors, this marks the beginning of a phase in which automakers are no longer likely to be the sole winners of the mobility transition, but rather, above all, those companies that have access to the critical metals of the next industrial revolution.
Read
Commented by Nico Popp on May 11th, 2026 | 06:35 CEST
The Defence Revolution: Why Volatus Aerospace Could Become a Partner for AeroVironment and TKMS
The global security architecture is currently undergoing a transformation whose significance is comparable to the introduction of gunpowder. The war in Ukraine and the escalations in the Middle East have shaken a fundamental dogma of warfare: the assumption that technological superiority is secured through costly individual systems. We are entering an era in which the "logic of terror" must be reimagined. While a Tomahawk cruise missile costs up to USD 2.5 million, drones perform the same tasks at a fraction of the cost—often with greater flexibility and less risk to human personnel. This development marks the transition from cumbersome hardware such as tanks and cruise missiles to smart drones and software-defined defence solutions. We introduce industry representatives and place a special focus on the defence platform provider Volatus Aerospace.
Read
Commented by Armin Schulz on May 8th, 2026 | 07:15 CEST
The Clock Is Ticking in Europe: How Group Eleven, Volkswagen, and thyssenkrupp Are Positioning for the Transition
The global economy is being shaken up by three major forces: the push for decarbonization, geopolitical tensions, and the race toward electromobility. For the steel industry in Europe, this means a tough transition—after all, it accounts for 7% of greenhouse gas emissions. At the same time, the EU mandates that by 2030, one-tenth of strategic raw materials must come from domestic sources. Vehicle manufacturers, in turn, are grappling with Scope 3 emissions from their supply chains. Energy prices are skyrocketing, supply chains are breaking down—but that is precisely where opportunities lie. We take a look at the current situation at Group Eleven Resources, Volkswagen, and thyssenkrupp.
Read
Commented by André Will-Laudien on May 7th, 2026 | 08:25 CEST
Moving Ahead with Strong Concepts and Easing Tensions in the Middle East! MustGrow, K+S, Evotec, and Novo Nordisk in Focus
Created and published on behalf of MustGrow Biologics Corp.
What a headline: An agreement between the US and Iran – markets up 2% in just one minute! It can happen that fast. For investors, this is welcome news, as a de-escalation in the Iran conflict would significantly ease global supply chains and reduce pressure on critical transport routes. In particular, the Strait of Hormuz would lose some of its significance as a geopolitical risk factor, potentially stabilizing global flows of goods and energy. Easing tensions are also likely to lower transport costs again, shorten delivery times, and dampen price volatility. For companies in the food, healthcare, and agricultural technology sectors, this creates greater planning certainty and new growth opportunities. MustGrow Biologics and K+S could benefit from more stable agricultural markets, while Evotec and Novo Nordisk may gain additional tailwinds in a calmer healthcare environment. Investors are increasingly turning to stocks that promise sustainable growth and reliable returns in a more stable market setting. The key question now: will volatility finally decline as well?
Read
Commented by Armin Schulz on May 7th, 2026 | 08:20 CEST
Setbacks in the gold sector: Barrick Mining, Kobo Resources, and Newmont now offer a second chance to get in
The 2026 gold rally knows no bounds. The current gold price stands at around USD 4,700 per ounce, driven by Middle East conflicts, the Fed's interest rate stabilization, and an unprecedented buying spree by central banks. Any correction is immediately absorbed. Inflation fears and the collapse of the US Dollar system are driving long-term bulls. While ETF investors are following suit and Asian households are chasing records, one question remains: Which mining operators can turn this frenzy into profits? Amid the tension between geopolitical escalation and structural demand, Barrick Mining, Kobo Resources, and Newmont are coming into focus, each with its own roadmap for the next price surge.
Read
Commented by Mario Hose on May 7th, 2026 | 08:00 CEST
Tungsten Producer Almonty Poised for Another Price Surge?! Is the Stock About to Be Catapulted Even Higher?
Imagine a metal forged in the glow of dying stars that today plays a decisive role in the security of entire nations. Tungsten is not just any old raw material; it is the backbone of the modern defence industry and the key to the West's technological independence. While China has dominated the market for decades, Almonty Industries is now poised to break that monopoly. With the commissioning of the massive Sangdong mine in South Korea and a pipeline leading from exploration to full-scale production, the company stands at a historic juncture. The share price is currently hovering around USD 20, but technical indicators, including horizontal support and momentum, suggest a breakout potential that could even surpass previous highs. Join us on a journey into the world of an element and a company that helps power smartphones and modern tanks. Discover why Almonty may still represent a compelling opportunity for investors and your portfolio.
Read
Commented by André Will-Laudien on May 6th, 2026 | 07:20 CEST
IPOs, takeovers, and production! A 500% gain is on the table: Barrick Mining, Desert Gold, Deutsche Bank, and Commerzbank!
Amid geopolitical tensions in the Middle East and jittery capital markets, gold is once again shining as a safe haven, attracting investor capital. At the same time, a wave of consolidation is brewing in the highly fragmented European banking sector, with merger speculation surrounding heavyweights like Deutsche Bank and Commerzbank adding extra momentum. Meanwhile, Barrick Mining is injecting fresh momentum into the commodities sector with its North American IPO plans, opening the door to new capital inflows. Things are getting even more exciting at Canada's Desert Gold, where the transition to production could herald the next valuation jump. The parallel nature of these developments creates a rare tension between defensive hedging and aggressive growth potential. Those who think strategically now recognize that the most lucrative entry points often emerge amid global crises.
Read
Commented by Fabian Lorenz on May 5th, 2026 | 07:40 CEST
Evotec's Share Price Surges! Summer Rally for Desert Gold? Rheinmetall Shares Heading Toward EUR 2,000?
Evotec's share price has skyrocketed. Following positive news from a drug discovery partnership, the stock temporarily climbed by over 9%. This continues the upward trend of recent weeks. Is there perhaps even more to come? An interesting candidate for a summer rally is Desert Gold. The company plans to begin gold production for the first time next month. Additionally, the resource is set to be expanded through a drilling program. Analysts see potential for a tenfold increase. Analysts are also optimistic about Rheinmetall. They even see the defence stock rising back above EUR 2,000. However, the sector currently lacks momentum. Most recently, the DAX-listed company reported on a milestone.
Read
Commented by Mario Hose on May 5th, 2026 | 07:30 CEST
Is Volatus Aerospace the Hottest Stock Right Now? A Booming Sector for Future Defence and Security – Drone Stocks on the Rise!
In today's world, increasingly marked by uncertainty and regional "hotspots" such as the conflicts and wars in Ukraine and Iran, a technological revolution is increasingly taking center stage: unmanned aviation, or simply put, drones. Volatus Aerospace has positioned itself here not merely as a service provider, but as a global pioneer bridging the gap between civilian efficiency and military necessity. While many investors remain hesitant, current market data and growing momentum may already be paving the way for a potential share price rally. This is the story of a company quietly creating an entirely new airspace while solidifying strategic partnerships with NATO and leading military experts. Anyone seeking to understand why drones have become indispensable today and how Volatus could benefit from this trend should take a closer look now. This report sheds light on the background of a stock that may be on the verge of reaching entirely new heights, combining a passion for innovation with rock-solid operational discipline.
Read